Joel Isaacson & Co’s Main Street Capital MAIN Stock Holding History

Joel Isaacson & Co’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.7M	Buy	129,206 +199	+0.2%	+$10.5K	0.19%	57
2026 Q1	$6.83M	Buy	129,007 +176	+0.1%	+$10.4K	0.23%	53
2025 Q4	$7.78M	Buy	128,831 +171	+0.1%	+$10.1K	0.26%	49
2025 Q3	$8.18M	Buy	128,660 +151	+0.1%	+$9.76K	0.3%	44
2025 Q2	$7.59M	Buy	128,509 +176	+0.1%	+$9.73K	0.31%	42
2025 Q1	$7.26M	Buy	128,333 +163	+0.1%	+$9.69K	0.33%	37
2024 Q4	$7.51M	Buy	128,170 +174	+0.1%	+$9.28K	0.34%	37
2024 Q3	$6.42M	Buy	127,996 +123,994	+3,098%	+$6.2M	0.31%	40
2024 Q2	$202K	Buy	+4,002	New	+$195K	0.01%	333

Other funds holding MAIN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Joel Isaacson & Co's MAIN Position: Q2 2026 in Review

Joel Isaacson & Co increased its Main Street Capital (MAIN) stake by 0.15% in Q2 2026, buying an estimated $10.5K and bringing the position to 129,206 shares worth $6.7M. The position accounts for 0.19% of the portfolio, ranked #57.

Joel Isaacson & Co first reported a position in MAIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.18M in Q3 2025. 401 funds tracked by Wall St. Rank hold MAIN as of Q2 2026.

Joel Isaacson & Co held 129,206 shares of Main Street Capital worth $6.7M as of Q2 2026.
Joel Isaacson & Co bought 199 Main Street Capital shares in Q2 2026, an estimated $10.5K.
Main Street Capital made up 0.19% of Joel Isaacson & Co's portfolio in Q2 2026, its #57 holding.
Joel Isaacson & Co first reported a position in Main Street Capital in Q2 2024 and has held it in 9 quarters since.
Joel Isaacson & Co's Main Street Capital position peaked at $8.18M in Q3 2025.
401 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.